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United Fire Group

120 hedge funds and large institutions have $393M invested in United Fire Group in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $314M → $393M (+$78.7M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

1% more funds holding

Funds holding: 119120 (+1)

0.57% more ownership

Funds ownership: 61.95%62.52% (+0.57%)

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
44
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84M +$1.01M +44,182 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.9M +$1.77M +77,566 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.3M -$1.55M -67,937 -4%
EARNEST Partners
4
EARNEST Partners
Georgia
$41.6M +$1.56M +68,477 +4%
State Street
5
State Street
Massachusetts
$17.5M +$369K +16,203 +2%
Northern Trust
6
Northern Trust
Illinois
$14.6M -$310K -13,584 -2%
Norges Bank
7
Norges Bank
Norway
$9.35M -$2.64M -115,893 -24%
New York State Common Retirement Fund
8
New York State Common Retirement Fund
New York
$8.55M -$68.6K -3,009 -0.9%
SFM
9
Systematic Financial Management
New Jersey
$8.12M -$289K -12,695 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.11M -$215K -9,410 -3%
Wells Fargo
11
Wells Fargo
California
$6.65M +$1.55M +67,998 +35%
RA
12
Royce & Associates
New York
$6.13M +$5.33M +233,672 +2,223%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.04M -$1.79M -78,712 -25%
Charles Schwab
14
Charles Schwab
California
$5.53M +$295K +12,958 +6%
Principal Financial Group
15
Principal Financial Group
Iowa
$3.72M -$134K -5,889 -4%
PPA
16
Parametric Portfolio Associates
Washington
$3.58M +$2.21M +96,831 +211%
Bank of America
17
Bank of America
North Carolina
$3.44M -$527K -23,122 -14%
Renaissance Technologies
18
Renaissance Technologies
New York
$3.12M -$2.56M -112,321 -47%
BCM
19
Bridgeway Capital Management
Texas
$3.1M
MPI
20
Mairs & Power Inc
Minnesota
$2.94M -$686K -30,083 -20%
Morgan Stanley
21
Morgan Stanley
New York
$2.94M +$1.24M +54,408 +87%
Ameriprise
22
Ameriprise
Minnesota
$2.81M +$30.8K +1,352 +1%
Invesco
23
Invesco
Georgia
$2.69M +$851K +37,310 +53%
N
24
Nuveen
North Carolina
$2.55M +$36.7K +1,608 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$2.54M -$186K -8,150 -7%

UFCS Hedge Fund Activity: Q4 2020 in Review

120 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in United Fire Group (UFCS) for Q4 2020, worth a combined $393M — up 25% from $314M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UFCS positions and 10 closed out — a net gain of 2 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Royce & Associates, adding an estimated $5.33M. The largest seller was Norges Bank, cutting an estimated $2.64M.

  • 120 institutional investors held United Fire Group (UFCS) as of Q4 2020, up from 119 in Q3 2020.
  • Funds reported $393M of United Fire Group stock for Q4 2020, up 25% quarter-over-quarter.
  • 12 funds opened new United Fire Group positions in Q4 2020 and 10 closed out, a net change of +2 holders.
  • The largest United Fire Group buyer in Q4 2020 was Royce & Associates, an estimated $5.33M added.
  • The largest United Fire Group seller in Q4 2020 was Norges Bank, an estimated $2.64M sold.

Based on aggregated 13F filings for Q4 2020.